# Baxter Credit Union (Dba Bcu) 401(k) Plan
Source: https://planprovider.pro/companies/baxter-credit-union-dba-bcu-401k-plan-001

> Baxter Credit Union (Dba Bcu)'s 401(k) plan: 624 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baxter Credit Union (Dba Bcu)

- **Sponsor EIN:** 237250155

- **Sponsor Address:** 340 NORTH MILWAUKEE AVENUE, VERNON HILLS, IL, 60061

- **Plan Type:** 401(k)

- **Total Participants:** 624

- **Total Assets:** $33.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|624|$33.5M|$4.5M|$5.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER FINANCIAL SERVICES, .00 INC|RECORDKEEPER|$12,604|—|$12,604|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGER|$5,350|—|$5,350|

| SMITH & HOWARD|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,954

- **Estimated Expense Ratio:** 0.054% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$17,953|—|$17,953|—|—|

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